About Us
Why Us?
Mission Statement
Mission Statement
IT Matters Financial, LLC will help work with you to best meet your longterm financial needs. Our financial future is made up of a lot of small decisions that are made every day. Some of those decisions are easy but some are more complicated and we could all use some guidance when making these decisions.
IT Matters Financial, LLC will he
IT Matters Financial, LLC will help work with you to best meet your longterm financial needs. Our financial future is made up of a lot of small decisions that are made every day. Some of those decisions are easy but some are more complicated and we could all use some guidance when making these decisions.
IT Matters Financial, LLC will help work with you to best meet your long-term financial needs. Our financial future is made up of a lot of small decisions that are made every day. Some of those decisions are easy but some are more complicated, and we could all use some guidance when making these decisions.
IT Matters Financial, LLC will help you develop a Financial Plan that will help direct those decisions as they come up to make the road of life the road to your financial success.
Mission Statement
Mission Statement
Mission Statement
Our mission is to partner with clients to enable them to achieve their financial goals through objective planning and wealth management. Our purpose is to help build, manage, and preserve your wealth. We are fiduciaries meaning we put our client's interest first, act with integrity and honestly, and strive for excellence in every facet
Our mission is to partner with clients to enable them to achieve their financial goals through objective planning and wealth management. Our purpose is to help build, manage, and preserve your wealth. We are fiduciaries meaning we put our client's interest first, act with integrity and honestly, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics, but rather by our clients' success in achieving their goals.
Planning Futures
Mission Statement
Planning Futures
We believe that “Investing Today Matters” and we are here to help start your journey! We believe IT Matters Financially what you do to plan for your future. We will help guide you in your financial needs so you can spend all of your time following your journey on the road called life.
IT Matters Financial, LLC will work on managing all
We believe that “Investing Today Matters” and we are here to help start your journey! We believe IT Matters Financially what you do to plan for your future. We will help guide you in your financial needs so you can spend all of your time following your journey on the road called life.
IT Matters Financial, LLC will work on managing all of life's matters:
Cash Management
Education Planning
Insurance Needs
Tax Planning
Retirement Planning
Estate Planning
We believe that having a plan and managing all of life’s matters allows you to have a direction to achieving your life’s goals.
Our Team
Owner
Carole has been a software engineer for over 30 years working in many different areas of the engineering life cycle. During those years, Carole was busy working full-time, raising her children and living life. During those years, Carole realized that though she loved financial planning, she did not have the hours available to manage her finances effectively and do all the other things that needed doing. After many years, she decided to go back to school and change careers. So after 3 years of studying and taking exams, she is now transitioning to professionally managing money.
Carole has her Bachelor’s in Mathematics and Computer Science from the University of Maine at Orono, a Master's in Computer Science from Rivier College and a Financial Planning education from Boston University.